Orlando, FL New Broad St. Office

Rebecca Welker is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. She previously worked with Equitable Advisors and Wealth Management Strategies of Central Florida before joining Cambridge. In addition to her advisory role, she serves as Client Services Manager and Financial Consultant at Bull & Bear Wealth Management Partners LLC in Orlando, FL. Cambridge Investment Research Advisors serves a diverse clientele, including individual and institutional clients such as pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms, provides access to third-party advisers, and maintains proprietary model strategies under the Founders Gate Capital brand.

Damon Basco is a CFP® professional with 27 years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior experience includes extensive tenures at Equitable Advisors and AXA Advisors, LLC. Basco is also active outside of financial advising as a CrossFit coach and serves on the Oviedo Police Officers Pension Board. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse group of individual and institutional clients, including pension and charitable organizations. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Jason Jones is a Series 66-licensed financial advisor with 15 years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior work includes roles at Edward Jones, Cetera, and Synergy Wealth Alliance. He has been a board member of the Rotary Club of Seminole County Sunset since 2014 and is involved with Hidden Potential Florida. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Coleby Wright is a Series 66-credentialed financial advisor at Cambridge Investment Research Advisors with two years of industry experience. Prior to his current role, he worked at Gerson Lehrman Group and held positions in healthcare companies including Acadia Healthcare and Universal Health Services. He is also involved with Bull and Bear Wealth Management Partners in Orlando, FL. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple account platforms and proprietary model strategies through a large network of Financial Professionals.

Marcus Healey is a financial advisor with Cambridge Investment Research Advisors in Orlando, FL, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining Cambridge in 2024, he worked for over two decades at Equitable Advisors and Axa Advisors. Outside of his advisory role, Healey is involved in managing a family real estate business. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.